Sunday, June 16, 2019

Create a saved search that will track changes made on vendor records and will send an email alert every time a vendor record is created or updated.

1. Navigate to Reports > Saved Searches > All Saved Searches > New > select type = Vendor

2. On the Results tab, add the following fields:

* System Notes Fields... > Date

* System Notes Fields... > Set by

* System Notes Fields... > Type

* System Notes Fields... > Field

* System Notes Fields... > Old Value

* System Notes Fields... > New Value

3. Go to Email tab and do the following:

*Check the Send Email Alerts When Records are Created/Updated checkbox

* Add a recipient under Specific Recipients tab > check the Send on Update checkbox

Note: You can also send the email alert to the user who made the changes on the vendor record. You can do this by going to Recipients from Results tab > select System Notes Fields... > Set By. Check the Send on Update checkbox.

4. Click Save.

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